Latest Institutional Purchases of Phillips 66 (PSX)

PSX Quotes by TradingView

This list provides information on the latest institutional transactions involving Phillips 66 (PSX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 05, 2024 Q3 2024
Schrum Private Wealth Management LLC

BUY
 -
206
+ 12.55%
$25.8K - $30.3K
1.85K $241K
Oct 10, 2024 Q3 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
202
+ 8.34%
$25.3K - $29.7K
2.62K $342K
Nov 14, 2024 Q3 2024
Fwl Investment Management, LLC

BUY
 -
200
New
$25K - $29.4K
200 $26.1K
Oct 16, 2024 Q3 2024
N Verses Capital, LLC

Wellington, FL
BUY
 -
200
New
$25K - $29.4K
200 $26.1K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
170
+ 42.08%
$21.3K - $25K
574 $74.9K
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
167
New
$20.9K - $24.6K
167 $21.8K
Nov 06, 2024 Q3 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
159
+ 265.0%
$19.9K - $23.4K
219 $28.6K
Oct 23, 2024 Q3 2024
Cross Staff Investments Inc

BUY
 -
154
+ 6.97%
$19.3K - $22.7K
2.36K $308K
Nov 14, 2024 Q3 2024
Novak & Powell Financial Services, Inc.

St. Petersburg, FL
BUY
 -
145
+ 10.18%
$18.1K - $21.3K
1.57K $205K
Nov 12, 2024 Q3 2024
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
130
+ 3.2%
$16.3K - $19.1K
4.19K $547K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
125
New
$15.6K - $18.4K
125 $16.3K
Nov 12, 2024 Q3 2024
Alpine Bank Wealth Management

Grand Junction, CO
BUY
 -
83
New
$10.4K - $12.2K
83 $10.8K
Nov 06, 2024 Q3 2024
Hallmark Capital Management Inc

BUY
 -
75
+ 75.0%
$9.38K - $11K
175 $22.8K
Oct 24, 2024 Q3 2024
Insight Folios Inc

BUY
 -
65
+ 2.88%
$8.13K - $9.57K
2.33K $303K
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
60
+ 3.66%
$7.5K - $8.83K
1.7K $222K
Oct 24, 2024 Q3 2024
Salomon & Ludwin, LLC

BUY
 -
57
+ 43.18%
$7.13K - $8.39K
189 $24.7K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
50
New
$6.25K - $7.36K
50 $6.53K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
48
New
$6K - $7.06K
48 $6.26K
Nov 06, 2024 Q3 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
36
+ 85.71%
$4.5K - $5.3K
78 $10.2K
Dec 09, 2024 Q3 2024
Copley Financial Group, Inc.

San Diego, CA
BUY
 -
31
New
$3.88K - $4.56K
31 $4.05K
Oct 22, 2024 Q3 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
23
+ 3.33%
$2.88K - $3.38K
714 $93.2K
Nov 04, 2024 Q3 2024
Proffitt & Goodson Inc

BUY
 -
14
New
$1.75K - $2.06K
14 $1.83K
Oct 23, 2024 Q3 2024
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
12
+ 0.78%
$1.5K - $1.77K
1.55K $203K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
8
+ 0.42%
$1K - $1.18K
1.92K $251K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
5
New
$625 - $736
5 $653
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
2
New
$250 - $294
2 $261
Nov 07, 2024 Q3 2024
Strengthening Families & Communities, LLC

BUY
 -
1
+ 0.76%
$125 - $147
132 $17.2K
Oct 15, 2024 Q3 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
1
+ 0.08%
$125 - $147
1.26K $165K
Oct 09, 2024 Q3 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
1
New
$125 - $147
1 $131
Oct 09, 2024 Q3 2024
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Jul 26, 2024 Q2 2024
Gfs Advisors, LLC

BUY
 -
83.3K
New
$11.3M - $14.4M
83.3K $10.9M
Aug 01, 2024 Q2 2024
Fiera Capital Corp

Montreal, A8
BUY
 -
41.5K
New
$5.64M - $7.17M
41.5K $5.42M
Oct 08, 2024 Q2 2024
Payden & Rygel Investment Group

Los Angeles, CA
BUY
 -
38.6K
+ 51.81%
$5.24M - $6.67M
113K $14.8M
Jul 31, 2024 Q2 2024
Mufg Securities Emea PLC

London, X0
BUY
 -
34.4K
New
$4.67M - $5.94M
34.4K $4.49M
Aug 14, 2024 Q2 2024
Concentric Capital Strategies, LP

Stamford, CT
BUY
 PUT
31.8K
New
$4.32M - $5.49M
31.8K $4.15M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
11.3K
+ 64.74%
$1.54M - $1.96M
28.9K $3.77M
Aug 14, 2024 Q2 2024
Quantitative Investment Management, LLC

Charlottesville, VA
BUY
 -
4.6K
New
$624K - $794K
4.6K $600K
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
4.47K
+ 2.53%
$608K - $773K
181K $23.7M
Aug 12, 2024 Q2 2024
Xtx Topco LTD

London, X0
BUY
 -
3.79K
New
$514K - $654K
3.79K $494K
Aug 08, 2024 Q2 2024
Trade Link Capital LLC

Chicago, IL
BUY
 -
3.5K
New
$475K - $604K
3.5K $457K
Jul 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
3.34K
+ 73.62%
$454K - $577K
7.88K $1.03M
Aug 13, 2024 Q2 2024
Twin Tree Management, LP

Dallas, TX
BUY
 -
3.26K
New
$443K - $563K
3.26K $425K
Aug 14, 2024 Q2 2024
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
3.03K
New
$411K - $523K
3.03K $395K
Aug 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.39K
New
$325K - $413K
2.39K $312K
Jul 30, 2024 Q2 2024
Focused Wealth Management, Inc

BUY
 CALL
2.2K
New
$299K - $380K
2.2K $287K
Aug 01, 2024 Q2 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
2.16K
New
$293K - $373K
2.16K $282K
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
1.98K
New
$269K - $342K
1.98K $259K
Jul 16, 2024 Q2 2024
Sageworth Trust CO

BUY
 -
1.68K
New
$228K - $290K
1.68K $220K
Jul 31, 2024 Q2 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
1.58K
New
$215K - $273K
1.58K $207K

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